Atlas Frm LLC Portfolio Holdings

Atlas Frm LLC

$859 Million
Q3 2025

Atlas Frm LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $859 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sylvamo Corp with a value of $279M, Suzano S.A. with a value of $163M, Packaging Corp Of America with a value of $149M, International Paper CO with a value of $148M, and Sealed Air Corp with a value of $48.7M.

Examining the 13F form we can see an increase of $72K in the current position value, from $859M to 859M.

Atlas Frm LLC is based out at Greenwich, CT

Below you can find more details about Atlas Frm LLC portfolio as well as his latest detailed transactions.

Portfolio value $859 Million

Basic Materials: $451 Million

Consumer Cyclical: $408 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SLVM Sylvamo Corp Basic Materials	$1.98B	$279 Million 32.5% of portfolio	6,312,454	Q2 2022 Added 189.5%
SUZ Suzano S.A. Basic Materials	$11.7B	$163 Million 18.96% of portfolio	17,320,000	Q4 2024 Added 13.05%
PKG Packaging Corp Of America Consumer Cyclical	$18.5B	$149 Million 17.38% of portfolio	685,000	Q3 2025 Added 28.04%
IP International Paper CO Consumer Cyclical	$13.3B	$148 Million 17.29% of portfolio	3,200,000	Q1 2025 Reduced 4.48%
SEE Sealed Air Corp Consumer Cyclical	$6.29B	$48.7 Million 5.68% of portfolio	1,379,000	Q3 2025 Added 40.71%
MHK Mohawk Industries Inc Consumer Cyclical	$6.8B	$26.4 Million 3.08% of portfolio	205,000	Q3 2025 Reduced 66.28%
ODP Odp Corp Consumer Cyclical	$1.36B	$21.9 Million 2.55% of portfolio	785,213	Q4 2024 New
AMWD American Woodmark Corp Consumer Cyclical	$853M	$13 Million 1.52% of portfolio	195,000	Q3 2025 Added 10.17%
MERC Mercer International Inc. Basic Materials	$111M	$9.07 Million 1.06% of portfolio	3,150,000	Q2 2023 Added 43.18%

Summary

Portfolio
No. of Stocks 14
Current Value $859 Million
Prior Value $859 Million
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 3 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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